Trusts & Estates Paralegal - Probate & Estate Planning

About Us: We are a boutique legal practice dedicated to providing thoughtful, high-quality, and cost-effective legal services to families navigating important estate planning and probate matters. Our team values integrity, compassion, collaboration, and strong client relationships. Confidential Employer.

Job Description: Support attorneys with estate planning and probate matters from client intake through completion Prepare, organize, and maintain estate planning documents using WealthDocs Assist with probate administration, trust administration, and related court matters Prepare and coordinate legal documents, correspondence, forms, and filings Assist with conservatorship and court-supervised trust matters as needed Coordinate deadlines, appointments, client communications, and case-related follow-up Gather and organize financial, family, and other information needed for estate planning and probate matters Communicate professionally with clients, courts, government agencies, and other parties Maintain accurate and organized electronic and physical case files Work closely with attorneys and other staff to keep matters moving efficiently Provide dependable administrative and substantive legal support across multiple active matters Qualifications 2+ years of trusts and estates paralegal experience Hands-on WealthDocs experience is required Probate and estate planning experience Strong knowledge of legal document preparation and case management Excellent organizational and time management skills Exceptional attention to detail and follow-through Strong written and verbal communication skills Ability to manage multiple deadlines and priorities Proficiency with Microsoft Office and legal technology Ability to work independently while collaborating effectively with attorneys and staff Spanish fluency is a plus Why You Will Love Working Here You will have the opportunity to grow your trusts and estates expertise while working directly with experienced attorneys and handling substantive matters that have a meaningful impact on clients and their families. Our team values professionalism, compassion, teamwork, and work-life balance, while providing a supportive environment where strong paralegals can take ownership and continue developing their careers. JPC-1896 Benefits 401(k) Dental insurance Paid time off Retirement plan Vision insurance